Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 337.35

-1.5%

Jan 20 4:00 PM EST

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To: Donald Wennerstrom who wrote (60)	10/31/2000 4:54:19 AM
From: SpecialK	Read Replies (1) of 95743

Don, Not to be a party-pooper, but CYMI says 65% growth this year, 35-40% next year. This is great growth, but is a slowdown. The next BtB report and AMAT earnings will be the key reports that will put to ease (?) the markets on this cycle. CYMI is estimated to boost earnings 58% in 2001 to $3.01 from $1.91. -- Indications are that chipmaker spending on new equipment and factory capacity expansions in 2001 will be lower than originally forecasted, though still significantly in excess of that in 2000. -- Cymer expects system revenue unit shipments in the fourth quarter of 2000 to rise approximately eight percent over the level in the third quarter. -- Cymer anticipates total revenue to increase 4 percent to 5 percent in the fourth quarter over the third quarter.

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